REDDIT
Clean Energy Stocks with an eye on Politics and eventual change in 2026 and 2028 in US Politics?
I have NEE and have been happy with it, but I'm thinking about some of the stocks that were hammered pre-Trump, like XIFR, and the effect politics around AI power demands may have. My thought is that as people become more concerned about power, a trade-off will be that AI servers, etc., will be required to purchase clean energy or clean energy credits starting in 2026 or 2028.
My additional thought is that it's difficult for me to believe a new Democratic administration won't come in in 2028 and reverse many decisions, such as those on coal mining and oil drilling.
Any suggestions? I tend to have a long calendar and plan years ahead, often with an eye on politics that I change from time to time.